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Blue Step User Guide

1. aoe Stocked To ES Curone Ant 19 Prescrbe ome Presrbers Name Dr Bian Decir A listing of the entire history of the Med Kit can be viewed or printed using the Emergency Med Kit History link on the Pharmacist Reports submenu Each Med Kit transaction is displayed giving date item quantity action administration or restocking and nature of emergency details Individual Medication Review 1 Click the Select Resident for Individual Medication Review link on the Pharmacist Reports submenu On the resulting page all current residents in the facility will be displayed Click the Select next to a resident s name to access his her record Click the Pharmacists Med Review link on the Navigation Menu Click the New Entry button at the top right In the 2 8 4 5 All previous reviews will display one per line For details you may click the Edit icon 7 ew Layout field top right change the selection to read Generic if it is not already set All medications currently prescribed for the individual are displayed on the page see example below 63 vow tayor ee Pharmacists Qtrly Med Review rues ie m M eu 57 3G 3 a a a E I T 395 z z P a a 9 Click the radio buttons to select if all medications or only some will be reviewed 10 Ac
2. FI New AL Resident gem Sist Coritoston RSA Nw Panan Resco Enen ay Cw using New We guy Sta Saf Login uate Hs Assessment Alert Notifications rent heip ek betore using is secon H Heieaoe 1 E30 Minde Missed Meccston cet Rep teni tren Ascent Mme Missed Medeston 7 New E unner nursing eaecumen fie Massi Medean OF Ste Sta Lape New Hedcakon Prairies edsaten 102 Chac Romwnder Pang AL Reiten Mixed Nedeston Many Ranau New Pancing I Renton re E Medieaton iac Remote Conant MRSA New Web may ing St Corien T Anmal Narsing Assossment Text Notifications lese ren ck 7 before using dhis section Sele Tet reser 7 Change at Odes Monn Rew E1 New Medeaton edcaten F New Pd AL Resident Bing Sta MRSA thw Pinang L Fest ev aa Sonny eng New quy Orta Set Logn cater assessment Email notifications allow BlueStep to send you an email for a chosen alert to the email address of your choice BlueStep looks at the email address in the Name and Email from to determine where that alert should be sent 26 Alert Notifications give you an gn screen alert when you log into BlueStep as seen below To find why you are getting the alert above simply click on the gray bar and you will see a message with a link Click on the signature button to the right o
3. 6 When done close the print pop up and hand sign the printed documents 65 Consulting Pharmacist Facility Report 1 Most states have a requirement for quarterly on site pharmacist evaluations of general medication management by the facility 2 In the Community module click the Pharmacist Reports link 3 Select Consulting Pharmacist Report 4 All past reports will be listed and can be viewed by clicking the Edit icon 5 To do a new evaluation click the New Entry button at the top right 6 A list of Yes No questions and spaces for notes are displayed 7 Answer each question and enter any comments instructions or evaluation notes that are necessary 8 Enter the next review date and click the Pharmacist Signature checkbox 9 Click Save at the bottom of the screen The default questions on the Facility Report cover the standard issues requested by most states If additional information is required by the state in which the facility is located please have the facility s administrator contact BlueStep and we will be happy to add the needed items See List of Facility Questions below ing a Faci Report 1 Reopen the report by clicking on the Edit icon 3 Change the View Layout upper right to read Printable Facility Report 4 When the screen repaints it will contain of the data entered on the previous screen See partial screen example below 5 Click the Print icon at the upper righ
4. Gone 082008 5 2a Start Ove fons Bi Sanbo Break Override Bl 1P Address 1011225 19 4 To clock in after a break click the edit icon for the current day s entry Do not click the New Entry button when clocking back in 5 Click the End Break signature checkbox displayed below 6 If needed type in any notes or enter any mileage then click the Save button Timecard Clock In Care Crane 01 04 2008 5 06 22 Start Override 01 04 2008 5 06PM m start Broak Cara Crane 0104 2008 5 09 31PM Break Override 017042005 509PM End Break T Sanature Restart Override B Hotes 1 9 Mileage IP Address 101126 Clocking Out on the Timecard 1 To clock out for the day click the edit icon for the current day s entry Do not click New Entry when clocking out 2 Click the Clock Out signature checkbox seen below and the Save button 3 During any edit notes or mileage may be added to the appropriate fields amp Timecard Coe in Cars crane 01042008 5 05225 Star Overide Stant Break Crane 0 4208 5 081 Overide E End Break Cars Crane 01 04 2008 2 53208 ResatOvenMe DIAE EE Clock Out signature End Override m Mileage j IP Address 101125 20 p uysuins Allows staff to log in and see the shifts that they work The staff scheduling has to be implemented f
5. Mail Tour Home visit Prof Referral Visit Deposit Assessment Close lost lead Re opened lead Re tour Outgoing Call Other Notes allows you enter specific information you have uncovered in your probing with the new inquiry Due Date is when you want schedule this next task or you can type in the current date if it is a task you just completed 77 To mark a task as being completed you will need to enter the updated notes and check the completed box before saving the task How to Change the Lead Status of a Lead Note It is important for sales team members to keep the status of their leads updated on a timely basis You will need to click on one of the Lead Search links which appear on screen as noted earlier All links will take you to the search page Once you have searched for your lead and found it you will need to click on Select This will open the lead Once the lead is open you will need to scroll down to the Inquiry Information section so that you can find the Lead Status drop down box on the upper right side You will be able to label the lead as one of the following ALead B Lead C Lead As you may suspect an A lead is a very strong hot lead while a C lead is weak cold You will need to click Save at the bottom for your changes to be complete and save to the lead record How to Change the Sales Phase of a Lead It is important for Sales Team Members to
6. of beds spaces that can be occupied in apartment 206 is 1 then in the of beds in the individual worksheet you would put a 1 In essence you need to have the number of beds available in apartment and the number of beds the resident is occupying match up 94 Note Please see above the how you could get a 5 occupied apartment if you don t follow the steps above Scenario 2 Two Residents in one room and two residents in one room with one of those residents moving out ena 2 Two Residents in one oom Ps tuo residents in neon with one resident moving Individual ket gescert Name lunes foo sofaetssttoon Terms of pt les tH ine wart count hisaptas In order to get John and Jane Doe into the same apartment the number of of beds for 206 would have to be 2 Then in John and Jane s individual worksheet you would put a 1 for the of beds meaning John is occupying on the spaces in the room and Jane is occupying the other space It John is discharged and only Jane is occupying the room then you have two choices of what needs to be done One once John is discharged you can then go into Jane s room and change ft of beds from 1 to 2 because she is now occupying both beds spaces in that room Two you could go into edit the of beds in room 206 and change that number from 2 to 1 Scenario 3 Attaching two rooms to one resident 95 cena Attaching tno ooo eee Penola
7. All staff records should include at a minimum DOB Date Hired and Certs Done To select which record items appear on the 2 Staff Monitor Report see section 5 C in this document The General Manager should review the Staff Record Monitor at least once a month and follow up with the BOM on any open items Ensure that alerts are properly set up At a minimum the following alerts should be set up in the system 7 License certifications self 30 days prior via email amp alert RCD If nursing related 30 days prior via email amp alert BOM ance expired via email and alert GM once expired via email and alert 30 days if no RCD if nursing related AL Inquiry Leads that move from Inquiry Lead to Pending RCD or GM if no RGD email and alert immediately BOM email and alert immediately IL Inquiry Leads that move from Inquiry Lead to Pending BOM email and alert immediately 30 minutes after med prescribed time if not delivered any nursing related anyone with Resident Basic Medical permission security group but excludes anyone with Resident Edit Medical permission security group alert 40 minutes after med prescribed time if not delivered RCD and GM or anyone with Resident Edit Medical permission security group alert and it possible text E Ensure that the census is correct Follow up periodically to make sure that the BOM is reconciling the manual census with Blue Step F Ensure th
8. For a description of how to fill in each field on the Medication Prescribed form see the Medication Form Details section Discontinuing a Medication Important to note Do not delete any medications This will delete the resident s entire administration history of the drug Use the discontinue DC process instead 1 On the navigation menu of the resident record open the Medications folder 2 Click the Medication Prescribed form link 3 Click the edit icon associated with the name of the medication to be discontinued 4 Scroll to the Authorizations section and click the DC this medication checkbox 5 You may also edit the following fields if desired Assistance Needed b Administration End Date c Scheduled Administration Time d Memo to Pharmacy 6 Scroll to the bottom of the screen and click the Save button 19 Medication Mar Record of activity of distribution of medications over a two week time period 20 Historical MAR Data Shows all activity of distribution of medications as long as the resident is active 21 31 Day MAR Printable MAR for staff to hand chart on 37 31 Day MAR arn 4 Medication Administration Record for Duke Wayne m ye ims DOO Ono ooo nope eo cee oroas rm pu Charting for date
9. an early stage such as No Contact Made to later stages such as Tour Deposit etc See How To Change the Sales Phase of a Lead further down in this document 74 Resident Profile section will allow you to enter any additional information you have on the potential resident Such as Date of Birth Services Desired Amenities Desired Floor preference Time frame for move in Needs they have expressed NOTE In order for potential residents to show up on any waitlist report provided in BlueStep the Waitlist box needs to be selected and an amount greater than 0 00 needs to be entered into the deposit amount Financial Information section allows you to enter the residents funding type home owner vs renter and budget constraints expressed At this point if you have filled in the info that is required and mandatory to move on then you are ready to click the next button at the bottom of this page Step2 The page will load with the tile Task Notes In the page you will finish entering a new lead 75 You will select a task from the menu for follow up When entering an initial lead select one of the first six options Note Only Call Email Fax or Mail to describe the initial encounter There is an area to input your notes and details form the conversation to help complete your next task Once you have entered all the info from this first contact you should select the current date and chec
10. 30pm 19 30pm 5 00am 7 00am 12 00pm 5 00pm 10 00pm 5 30am 7 30am 12 30pm 5 30pm 8 00am 1 00pm 6 00pm 8 30am 4 30pm 16 30pm 11 30pm 9 00am 2 00pm 7 00pm 12 00am 3 Select as many medication administration times as you would like to have displayed on the administration screen 4 The system will remember these choices each time you return to Custom MARs until you manually change selections on the setup screen This is especially time saving if your shift routinely covers specific med pass times 5 Click Save at the bottom of the screen 6 On the Daily Meds Report Custom screen seen below displays the administration times selected on the setup screen if there are any medications to be administered at those times Each individual requiring medication is listed separately and each medication is grouped under the name with amount and administration instructions displayed Scheduled MARs oA Using Scheduled MARs Scheduled MARS is provided for an alternate method of listing and accessing medications to be administered As opposed to the Custom MAR Scheduled MARS displays all scheduled medication administration times for the current day excluding those that have already been administered 46 Using the Custom MAR to administer medications is recommended but users or administrators choose to use the Scheduled MARS periodically throughout the day or at the end of a shift to be sure no medications have been
11. Resident x Creating Mailing Lists and Using Mailing Group Entries ez current occupancy BI s OEE 86 94 Icons are used throughout the User Guide to illustrate three points 1 Whether the item is a function or report 2 Whether the item is mandatory not used at this time or optional as needed and 3 Who is required or may use the function See descriptions below 1 Function or Report Function 297 Report 2 Usage amp sancstory G Not used at this time sos os 3 User Responsible Party jeneral Manager usines Office Manager H lesident Care Director Care Staff 5 a Sales Plant Operations Manager EE E3 Recreational Services Departmental Responsibilities General Manager A Monitor sales activity Blue Step offers a quick and thorough means of monitoring the activity of the Sales Department GM s should review the Completed Task Summary report Section 7 F at least once a week Ensure resident records are complete All resident records should include at a minimum DOB Date Admitted Admit Agree and Pre Admit To select which record items appear on the 2 Resident Monitor report see section 5 C in this document The General Manager should review the Resident Record Monitor at least once a month and follow up with the BOM on any open items Ensure staff records are complete
12. as opted out of a system email list Inquiry Information section will need to be filled out before you can save and move on You will note the on those fields that are mandatory Inquiry Method simply describes the method in which the prospect contacted you The choices are Email Fax Mail In Corp Phone In Phone In Walk In Web Cold Calls Lead Status indicates how hot or cold a lead is with A being the hottest and C being the coldest See How to Change the Lead Status of a Lead further down in this document Lead Source wil give you a choice of several options as noted in the flowchart earlier in this document Note that you can have up to three lead sources per lead and you can assign a weight to them as long as they add up to 100 The higher the weight the more influential the source During one of your initial contacts with a lead please make sure you ask them about how they heard of your facility Since this can often come from many sources e g a doctor referred me but also saw your ad on TV please use at least one but up to three of the fields to record those sources As noted if some of the sources were more influential than others you can assign that source a higher percentage Decision Status indicates where the lead is in the sales decision making process Assigned To is the person taking control of this lead Sales Phase indicates where the lead is in the sales process from
13. community Missed Labs MRSA Reported and so forth as BAILY MASTER NURSING SUMMARY Ca cum eem 97 Community Census Monitor Under the Community module you will find the Community Census Monitor You wil reports that allow you to look at all aspects of your Community Census Commui Census Monitor All Rooms Units Room Census Note Subtotal 80 Records Subtotal 60 Aparments Room Occupancy Report All Pending Move Ins All Pending Move Outs Transf Note The Room Census Report does not take into account those rooms that are 5 occupied 53 Community Records Monitor e Before viewing the reports on under this tab you first must do a Setup Records Review Following is information on how to accomplish this along with explanations about the staff and resident record reviews Setup Records Reviews BlueStep offers a record review function that allows management a concise summary of the status of selected critical data for all residents and all staff To initialize this function select the community record and click Setup Records Reviews on the Navigation Menu On the resulting page seen below several options are available for the types of records administrators might want to see on the record review Click the checkbox associated with desired data for both residents and staff Click the Save button at the bottom of the screen Staff Record Revie
14. consistently update the phase of alead on a timely basis You will need to click on one of the Lead Search links which appear on screen as noted earlier All links will take you to the search page Once you have searched for your lead and found it you will need to click on Select This will open the lead Once the lead is open you will need to scroll down to the Inquiry Information section so that you can find the Sales Phase drop down 78 box on the lower right side You will be able to label the lead sales phase as one of the following No Contact Made Pre Tour this is automatically created by the related task Post Tour this is automatically created by the related task Deposit Made this is automatically created by the related task Closed Lost Lead Reopened Lead You will need to click Save at the bottom for your changes to be complete and save to the lead record Record a Deposit To record a deposit select Add Task Note on the bottom right hand side the Account Inquiry Information screen From there select Deposit from the drop down box Additional boxes will appear for the deposit amount and deposit date Enter all necessary information enter the Due Date date of deposit and click the signature box if the deposit has been received Once completed this will automatically change the sales phase to Deposit Made How to Change the Decision Status of a Lead Similar to the
15. distinguish Leads from Lead Sources in the Marketing Lead Module That is Leads are contact records of potential residents that include information as to the status of the lead Lead Sources are contact records and other data of people or advertising that may refer customersiresidents to us In Blue Step Lead Sources are further broken down into Professional Sources and Non Professional Sources Professional Sources are further broken down into categories such as Doctors Attorneys Nursing Centers etc Non Professional Sources are broken down into categories such as TV Newspaper Direct Mail etc Lastly each of these categories can be distinguished by a specifically named event that includes a date range cost and description For example in the Newspaper category you could have a sub source called NY Times October Ad that lists the run date whether itis active or inactive and cost of the ad Lead Search e amp Under the Marketing Lead module you will see the tab Lead Search By licking this link it will take you to all your Open Leads Note that you can sort the leads on this page by clicking on the bold column header For example if you click on the header Lead Status it will sort the leads by A B and C To select a current lead click Select next to the name of the lead whose information you want to view Adding a New Lead On the Lead Search screen you will be able to enter a new lead On the top rig
16. is filtered for Waitlist C Group Entry Task Notes 93 This group entry allows for the creating and completing of a task to multiple leads D H X Maintaining a Current Occupancy Maintaining current occupancy is critically important component in BlueStep The following helpful hints and things that you need to be aware of as you continue to use BlueStep for occupancy tracking Occupancy is the number of occupied units Therefore until a resident s file has an apartment attached to it it will not count towards occupancy on Occupancy Report or Occupancy Detail Report in BlueStep To help with the understanding of occupancy four scenarios have been created Before moving someone into the community it would be beneficial to check the apartment in the rooms bed form resides in the community record and know how man beds available in that room In Scenario 1 has 2 beds or spaces that be occupied in room 206 Scenario it 1 One Resident in One Apartment odit ten India Worksheet community Record eset Mare offers rasnon Tems of a ile gt ERROR Unies you vant to counttisaptas John Doe has moved into room 206 in the first instance room 206 has 2 beds spaces available to be occupied In John Doe s individual worksheet you would then need to put that John is occupying both of those spaces by putting a 2 in the of beds in the individual worksheet If the
17. member s record employment info and then check the box Add to Staffing Schedule Choose all days of the shift that the selected individual will work by clicking the appropriate checkboxes Days that do not apply to the shift are grayed out uncheckable Review the screen for accuracy and then save Once at least one staff member has been added to a day that grid is no longer blue but light blue and the Add Staff icon Add Staff appears below the staff member s name Clicking this icon also leads to the above Shift Information screen Setting up Routine Staff Schedules The second method begins by selecting a staff member from the Select Staff query in the HRIStaff module It you are performing this operation from the top or management level of your organization be sure to select a staff member whose record is in the unit where you are attempting to create the schedule If you are unsure where a specific individual works you may check the Change Unit link on the Navigation Menu in his her record Click the Routine Schedule link in the Navigation Menu then the New Entry button Select the appropriate shift from the drop down and check the days represented by this shift For instance in the above example the Weekend Swing shift for nurses occurs on Sunday and Saturday Set Effective Start and End dates and click the Save button at the bottom of the screen If the staff member works additional shifts select the New En
18. recommended in the event of an emergency 1 Birth date 2 SS 3 Insurance information IL resident 4 Medication and medical information for IL resident 5 Physician contact information 6 Medical screening information 7 Preferences Ensure census is correct Reconcile with manual census daily and Great Plains monthly H Resident Care Director Responsible for all medical information on resident file Update AL resident and IL under med care by facility med and care plan info that are in Pending status Ensure meds are delivered on time Records are thorough and accurate Timely assessments that correlate with revenue Review the Master Nursing Report under the Community gt Clinical Monitor path daily Record all incidents on Incident Behavior report Review system to see if Blue Step forms can replace state forms and notify RDO of missing forms Continue using current manual forms unless specifically notified otherwise js Recreational Services Keep activities calendar updated Enter resident Leisure Recreation Preferences Post activities to all residents files for update on Family Connect Access this through the path Residents gt Input Activities Plant Manager Process all work orders though Community gt Community Maintenance Monitor Bicis Director Staff must record all activity for both leads and lead sources Use system and not manual card system to plan ac
19. repaints it will contain all of the data entered on the previous screen 4 Click the Print icon at the upper right 5 A pop up will allow you to select a printer associated with the computer in use 6 When done close the print pop up and hand sign the printed document Printing All Medication Reviews 1 To print all reviews for the Community in which you are working click Pharmacist Reports in the Community module 2 Click Pharmacists Medication Review on the submenu 3 It may take a moment for all the records in the facility to formulate the report See example of resident Medication Review below Medication Review for Isabelle Jane Armstrong wi AMesetmeldom asec Wanin je Messen Steph Diagnese Med Clete Proradmin Adninsalonkwakem Ausiance Needed Hos p ing Chewinplenyetwasr Setar dma Esma Sud TORO Tate tabs mou daly Seb Dred fest Sing Sepeemece Simi MOPO Take ore tie attedime p Sues By aan PO bd errs tate Fay esos Paton Cade De NOT Rasusctato DNR Dum Mes MODA Sites Ales tne tae Bomas May be oon symtoms ibe maybe aired Terum cuc pl 4 When the screen repaints click the Print icon in the upper right 5 A pop up will allow you to select a printer associated with the computer in use Each resident s review will print on a separate page
20. side select the tab Move Inq to Pending Hint If you don t see this tab go to the top of the left hand side and click the red arrow pointed down This will expand and unhide anything that may be hidden on the left hand side 83 Account Inquiry Information 1 1 m aam eun 1 mee 1 Vamos ET Fein per Du E E 3 Select from Admis pending resident P Type whether this will be an admission or you are moving this lead to a expected Admission date and click on next Move Inquiry to Pending ADMISSION RE ADNISSION Step 1 2 Required mssonTyp Admission 9 Ro Admission 7 Pending Residont Admasion Required Game c It the you choose the pending resident the below next step appears Complete the sections remember that any field with a is required and hit save Move Inquiry to Pending eoo Pleats E E 4 Once you hit save it will bring the Account Lead Information section again 84 Note The point of moving a resident to a pending resident is that it now gives the RCD opportunity to go in and enter medications Assessment and a Care Plan in preparation of the resident coming in Moving a Pending Resident to an Active Resident 1 Under the Resident Module click on the tab Change Resident Status 2 Next click on Selec
21. that apartment is 5 occupied Occupancy Detail pene ae it 3 4 7 Grand Total Occupancy 57 3 Sales Dashboard Report This report shows data has columns for different time periods This allows the user to see trends in marketing and occupancy 98 Region Suh West eeren Week e Week Ave Te KJ isa Data not arate Data not o 2 it H 12 fy 17 Data not ove ote as 07 n T 1 Data not walle LL CB E RU ER RIT RII E RI INI 7 77 HRS TESTE D 28 38 Dala nol Data nt amiable Ita Toure 03 01 Data net malatie 3 02 02 Osten ariable Data net D oi 02 Das neiseis Data no saan 118 Data mot ta not sertis D 8 02 Daanmaiie Data not maiale TUER 90 Data not salable Data net available Toursa m Lj Ao Dasmisote Data not avaiable eap ms gum 50 43 18 Data not arate Dato not Ateste 1 os 25 Osemiesie Data net aisil 22 Data not Data not seine 265 19 Dala noi sate Data not siatie Laude Conia onaya 3637 OR 148 BUE Data net maladie Data not ante ets 36 65 97005 A709 5100 729 Data nol sabe Data not site Lende Contacti MO Daye TET E T DM Sioen 7784 maie Data net malatie 3 Source Report Searchable by date range plus Inquiry Deposi
22. that she gave her consent for another employee to pass medications under her direction Also includes a document link to allow scanning of completed medication training documents Cerlifications Inservice Form where in services and certifications can be documented Also includes document link to upload scanned certification cards Health History Form to record health history of employee Performance Goal Review Form to record expectations and goals set forth for employee Staff Employment Checklist Checklist to show information that has been completed for a staff member and that information that still needs to be completed Scheduled Shifts Scheduled shifts for an employee Time Off Request Shows all Time Off requested submitted by employee Employment Info important This form is where a staff member s HQ Security Groups and other important information is determined See below for highlights of this section a Position Title List The CER workflow alerts are affected by this field It you are a staff member that who is involved in the CER workflow process you will not get alerts if you don t have a title selected b Hire Date Date of hired employee Both this field and the position title list fields are required and you will not be able to save data entered until these two fields are completed c HQ Security Group This section determines what access a staff member has in BlueStep Explanations of each securi
23. to be sure the desired PRN has not been restricted 18 The desired PRN should be displayed in the Medication field If it is not click the dropdown arrow and select from the list It the medication is not on the list it has not been entered into the system as a prescribed medication so contact the supervisor 19 If itis appropriate to give the drug proceed as with any other medication administration Administer the medication b Click the Staff signature checkbox c Click the Save button As with other administration records dosages may be changed notes may be added or the date time field may be edited prior to saving the record E 2 Medication Reports n Using Medication Reports Note that the illustration below contains the most common reports requested by Organization Administrators Your organization may have a greater or fewer number of reports available as per your management instructions 50 1 Click the Medication link under the Medication Module 2 The submenu page example below will appear It contains the names of all reports to which you have at least Reader permissions mean you can view it but cannot change the data on the report 3 View the desired report by clicking on the report name Medication Reports New Medication Nursing Review DC Medication Nursing Review C2 Medication Inventory Meds Administered Today Meds Not Yet Administered Yesterday s Misse
24. version icon to the right of the posted date The locked and unlocked icons allow you to perform file locking or unlocking functions if you have been granted the proper permissions You may reorder any file or folder on the Shared Files tree using the two reorder icons see File and Folder Reordering below To edit the original File Upload page for any given document click the edit icon opposite the document s name If you wish to entirely delete the document click the delete icon Slideshow The slideshow icon at the bottom of the Shared Files pagelet allows you to view graphic files in a slideshow version On the main Shared Files page magnifier icons appear opposite all files It you click on any magnifier icon all the files contained in that specific folder will be displayed starting with the one you clicked 17 It you would like to see every file in every folder click the icon across from the root folder then click the box Include Sub Folders at the bottom of the slideshow screen see below The images will each appear one after another centered on the slideshow screen formatted according to your choices in speed and size Images Speed Modum E Size Emai lue Rose Jewel Eog 013 T Include Sub Folders um Any files that are not graphical format or are unsupported by the browser Internet Explorer etc will appear as only as an icon representing Word Excel or other program not a
25. ws Www V The icons indicate various stages of completion for each of the displayed items Complete form is signed Unfinished some information has been entered form is unsigned V No data form contains no information 55 For details concerning any resident listed click the underlined resident name The screen will repaint with the resident s summary screen from which you can navigate view data Viewing or Printing the Staff Record Review Staff records may be checked for accuracy and completeness at any time To reach the summary click the Community Records Monitor link in the Community module Select Staff Records Review from the sub menu The screen displays the selections that were chosen on the Setup screen The example below shows all available selections for the five individuals listed A print link is available at the upper right Stam Records Review Harvest Home Care Center doin ewer WS mM x sen WR wo qum rd o TES 9 The icons indicate various stages of completion for each of the displayed items Complete field in filled in or all required certifications have been obtained Unfinished some information entered some certifications obtained V No data in the specified field or no certifications obtained For details concerning any staff member listed click the underlined name The screen will repaint with the staff member
26. you count sah as Sogar For John to occupy two rooms the user would first need to go into the individual worksheet of John Next in the Apt Unit 1 room put the first room that he is occupying and then put in the number of beds in that room that John is occupying Next in the Apt Unit 2 room put in the second room that he is occupying and then the of beds he is occupying in that room Scenario 4 Shared Rooms Semi Shed patents nS ere comunity ecd a addi oc 9 77 Ali shared rooms should have a 2 for the of beds that can be occupied Then as see above when one person leaves no changes would need to be made to the person remaining unless they chose to rent the whole room 96 ns Ij ttis thatthe BOM reconcile their Blue Step census with their manual Excel census on a daily basis This is the only way to ensure that the records are accurate It needed a detail report of the Occupancy census count is available under Marketing Reports Century Park Management Reports gt Occupancy Detail This report should be used to compare to the manual detail to reconcile and correct any differences Note that the Occupancy Report contains data as of midnight from the night before and the Occupancy Detail Report is real time Therefore BOM s should compare the Occupancy Detail Report to their manual census at the end of each day to ensure that the figures willtie as of that d
27. you are prompted to create an online profile for the responsible party named on the previous page Enter a username password and the In case you forget information for this individual When you have completed this information click on the Next button at the bottom of the page 8 Give the responsible party the username and password information create have them follow the instructions below How to view the Family Access Page step 2 and 4 You are prompted to fil out the Next of Kin information if it hasn t already been completed Use the name of the main contact for the resident who will view the Family Access Page When you have completed this information click on the Save button at the bottom of the page 70 Access Page Access the following Website http centuryparkfamily bluestep net and enter your username and password when prompted The first time you log in click on the Account link at the top right of the page and then click on the Online Profile link Change the password to your own personal password When you are done click on the Save button at the bottom of the page Click on the Sites box at the top right of the page Then select Family Connect This will ake you back to the home page and display the information for your family member n 7 MARKETING LEADS Marketing Leads Lead Search My Open Leads Task Manager My Tasks Lead Sources Reports Itis important to
28. Contry Lark ASSOCIATES pluestep User Manual Table of Contents Icons Departmental Responsibilities XIOFF DE A Scheduling Calendar shared ries D Enter Timecara Q e hie E time on n E BTAER E roa new siat E e 2 statt Reports e ni Fomer siat sur scheduiing 3 RESIDENT n B E Change Resident Status Discharged Residents 287 resident Reports Select View Residents e 28 28 24 27 27 28 82 82 41 4 MEDICATION A MARs Custom n schedued eH Input Activity i i Administer OTC PRN oA Administer Prescribed PRN oA 297 medication IEA 5 COMMUNITY A E F G 6 ACTIVITIES FAMILY CONNECT A B E 297 cinical Monitor eH 29 community census vontr E B e 297 community Records Monitor e 297 Pharmacist report A e N Community Record osos Calendar E 73 3e Family Connect Access Eg n 7 MARKETING LEADS Lead Search ez 52 52 54 56 60 67 68 69 69 70 E E My Open Leads Oa WEEE WA 3e Lead Sources a Moving a Lead to
29. Lead Status and Sales Phase it is important for sales team members to regularly update the Decision Status of a Lead You will need to click on one of the Lead Search links which appear on screen as noted earlier All links will take you to the search page Once you have searched for your lead and found it you will need to click on Select This will open the lead Once the lead is open you will need to scroll down to the Inquiry Information section so that you can find the Decision Status drop down box on the lower left side You will be able to label the lead sales phase as one of the following Comfortable in Current Location Concemed About Price Considering Other Care Options Consulting With Family Convincing the Resident Decision Made Move In or Closed Decision on Hold 79 Early Stage Research Family Not Responding Making a Decision Soon Not Ready to Tour Yet Resident in Hospital Touring Competition Waiting to Sell House Medicaid Recipient You will need to click Save at the bottom for your changes to be complete and save to the lead record How to View Task History on Pending Residents and Residents 1 Directions on updating or viewing tasks for pending residents Under the Resident Module click on Change Resident Status Next click on Select View Pending Resident Then click Select next to the name you need to update Then update the tasks 2 Directions for updating or viewing previous inf
30. S DiSam From pibe Pimm roam pitt uae ther dayat week Fe OR renal feid at PovodleAdminsraton Dow 0R SUM RTL EM RTH WF wD Authorizations i Dia amer poe ata enteres br M yank Fn tn a oesoem snipe care Prescription Ordering Information Fil te dr erg ost rede fred oy fel ea cor we oma Order fre Memo tom Pharmacy 4 Fillin all the fields marked with an asterisk 5 Additionally enter choices for the following fields Medication Classification if known b Diagnosis c Refills Allowed d Pharmacy Dispensing Administration End Date only if a limited script such as a 10 day antibiotic etc 36 1 Scheduled Admin Time do not select time it medication is a PRN given as needed 9 Periodic Administration only if not administered each day h DEA Number i Order j Any additional fields for which you desire to enter information 6 Verify correctness and completion of information 7 Scroll to the bottom of the screen and click the Save button Medications entered into the Medication Prescribed form should be one of the following 1 A prescription medication 2 An OTC medication that has been prescribed 3 A regularly scheduled medication whether prescription or OTC 4 A medication for which the need should be assessed before administration or on a regular basis
31. an Service Plan completed Meds Entered Link provided to see what meds if any have been entered in for resident Diet Consult Dietary Consultation has been completed Advance Directive Advanced Directive has been scanned and attached to the resident file Setup Records Reviews Records Reviews Setup Resident Records Review Options moos Se Plan Dae Admited Consult Aime Staff Records Review Options Moseon FiCotelLconses A Fond Fandare Port Dimmonizatone CPR Meester Delsgation Eam Job Deserption Viewing or Printing the Resident Record Review A summary of resident records may be checked at any time to ensure completion of critical forms and data To reach the summary click the Community Records Monitor link in the Community module Select Resident Records Review from the sub menu The screen displays the selections that were chosen on the Setup screen The example below shows all available selections for the three displayed individuals A print link is available at the upper right Resident Records Review AZ Harvest Home Care Center Assessment Dietary Hane Admi PreAdmt Sx Sign Sew Dit De Adm Aue Month Cing Pan Emem Type Diecbe imum O mas V ws oO Y wwe wae Q wa WA Y O
32. ance directives 33 6 Agreement Summary Form used to acknowledge that certain agreements have been signed and also allows the ability to upload these contracts as signatures are obtained 7 Next of Kin Form used to record primary contacts for the resident 8 Insurance Form where insurance data can be entered and copies of cards can be uploaded and stored 9 Personal Belongings Form where a resident can report belongings they brought with them to the community 10 Prior Res Services Form to record data of previous residence and prior services received 11 Leisure Rec Pref Form for gathering data concerning resident activity interests Resident Wizards Tab 12 Move Out Transfer Note This form is to be used for final discharge of a resident or transfer of a resident Click on this form Next click on the New Entry on the upper right hand comer Once you have completed that step the below form will appear The discharge date is the last date that the resident is financially responsible When you select Move Out a hidden field will appear to ask you the Reason for Move Out Next if you want to medications discontinued select Yes You will always select yes for a final discharge IMPORTANT You should mark Yes HOLD This Apartment if the Discharge date is in the future You should mark No Do NOT hold this Apartment if the discharge date is the same as the current date or b
33. are instance that a new Task Type is required add the type to the Preventive Maintenance Types option list Tracking Maintenance Tasks To report the completion of any scheduled task select the Community Maintenance Monitor in the Community module and the Maintenance Checklist on the subsequent page Any maintenance personnel or others with recurring tasks consulting pharmacist head nurse kitchen staff dietitian etc should have access to this checklist Maintenance Checklist Maintenance Items for Current Month Task Mantanancs Herisnance Hotes fo Sat Tis Sprinkler 065072009 Anual Oncos E Janet Holder 01182009 Sprinkler in weet allay replaced Yen Fe Alam 06 30200 Avwd Onea TFI Chocke hera if compiatod Year Check Fite Dears 08 30 2005 Monthly F Checic here i completed Creek Ect 06 30 2009 Check here if completed Aams Type Hechancai systems aside eais 063072008 Monthly T Check here comptes Blower Motor 0630 2008 Monthy D Check here if completed Previous Unsigned Maintenance Items e E Hamerance Completed Martonance notes No Found The checklist as seen above will list all tasks by type and display the due date Any tasks that were previously completed will show the name of the individual date and time the data was entered To mark a task as completed check the associated checkbox and enter any appropriate notes Click th
34. ared Files On the main Shared Files page you will find a list and description of every file that has been uploaded through for your organization which also includes the size of the file the name of the person who posted it and the date it was uploaded These files can be accessed edited deleted locked or unlocked organized into folders and rearranged to meet your organization s information needs The image below is from the standard Shared Files List format If your Administrator has changed the format from List to Icon the page will appear with each folder or file represented by an icon and the associated function icons displayed below it See Edit Page Shared Files in Administrative Options below for details and illustrations Please note that all of the following functions are applicable the page is simply displayed in a different layout Any of these columns may be visible or hidden depending upon the permissions level you have been granted For instance if you have Reader permissions the Delete column will not appear since deleting requires Editor permissions Additionally a column such as Description may be hidden if no file descriptions have been entered for any file Also any file or folder may be visible or hidden to you depending upon the security assigned to that specific file or folder 16 Shared Files REE Chigi FED lien Fade S Fi ne Colapse A1 F Ersan Al Description Si
35. at assessments are being performed for each resident at least once a quarter The setup for this appears XXXX G Ensure that activities and transportation are being posted for Family Connect The procedures for this appear in the Input Activities section on pp 34 35 Business Office Manager Enters all staff information Enter all information that is relevant but must 1 fill in all nursing and other required certifications and license information especially expiration dates 2 fill in Med Pass Set Up only if restricting view of meds to certain hours 3 fill in Medication Delegation a record of who a nurse delegate med pass authority to it required by state and must 4 use Discharge Staff function when terminating staff member The following staff sections are not yet required to and should not be used Performance Goal Review Schedule Preference Scheduled Shifts Time Request and Time Card Enter all relevant resident info and must update all Pending residents to Active Resident status by no later than the move in date Enter all information deemed necessary but the following are required fields 1 Name 2 Phone numbers 3 Move In Date 4 Apartment number 5 Insurance information for AL resident 6 Medication and medical information for AL resident as required by state 7 Emergency contacts at least two While the following information is not required it is highly
36. ate J 9 Reports Reports on Leads 1 S Daily Reconcil You will need to click on the Reports link which appears on the left top and right side of your screen All links will take you to the reports page Once you have found the report you would like to run simply click on the NAME of the report you want and it will take you to that screen HRUStaff The Reports are broken up into two sections A Century Park Management Report Century Park Management Reports allow you to get a view of you community during a chosen time period Those reports in which you will work with most are 1 Occupancy Report Report at a community level shows the total number of occupied units and Total Activity of Marketing Results for a given week The data displayed is determined by the End of Week Selection day of the week that is selected and the Report Date The report goes back 7 days including the date selected Note This report is day behind in reporting so the most current data displayed is for the previous day 97 Occupancy Emons OM oF GD eon on mem a ee rel Eels 2 Occupancy Detail Report This reports gives up to the second accurate data when it comes to total billable units occupied units the beds in room versus the beds occupied Note If you receive a red number 1 in the beds occupied that means
37. ats The event repeats Eroni ie Nat Recuring Ropoats Unt 4 Use the current date type in a date or use the calendar icon fS to select a date for the event Enter a time of day 5 Verify that the Time Zone is set to the correct zone 6 if the event is all day or repeats on a set schedule make the appropriate choices 7 When all fields are set as desired click the Save button Changing Views 1 The calendar defaults to the current day To navigate to past or future days click the arrows on either side of the header date as in this example November 26 2007 1 14 move ahead or back by months click one of the links or month calendars at the bottom of the current view Alternately enter a specific date in the search field and click the Go button 2 The calendar also defaults to the Day View To see a ful upper right To see the full month click on the month icon Setting Calendar Preferences 1 At the bottom of the screen click the Calendar Preferences button 2 On the resulting page click the Time Zone drop down and select the applicable zone for your facility Calendar Preferences Time Zone AI mos onthe calendar wil be converted fo the me zona you paci a 2 Monta Tie Calendar Opening View Select the view you wani fo start in when you go o calendar sting wil not change your curent calendar view oy ves Typical Work Day elect
38. ayroll records For the same reasons shifts cannot be deleted only discontinued Discontinuing a Shift It a shift should be changed such as when new hours are adopted names changed etc discontinue it Start by creating a new shift as described above reviewing and saving it Remove 29 the unneeded shift by clicking the underlined name from the Staff Schedule Setup screen and entering a DC date the date on which this shift will no longer appear on the i E TM y Shift Information Likewise any unused or inappropriate default shifts that appear on your shift eens schedule should be discontinuedinihe Sar Time End Time Tren same manner Staffto Fil Shit ass Cu Days St Win Wok SU BM HU mt ES Configuring Staff Shifts Once the shifts are entered and correctly reflect the hours worked at your facility populate them with staff members This may be done two ways by assigning the shift on the Staff Schedule Setup or by setting routine schedules for individual staff members Setting up Staff per Shift Itis easiest to populate the shifts from the Staff Schedule Setup screen Click one of the tan boxes in the appropriate shift The resulting page example at right displays the name and times of the shift Choose a staff member from the drop down field Staff to Fill Shift by activating the field down arrow If staff member does not appear in the dropdown you must go to the staff
39. created for They are divided into two sections Group entries for Resident Contacts and Group entries for Primary Contacts There is also an additional group entry called Group Tasks Notes 92 A Group Entries for Resident Contacts 1 Add Task to Resident Contacts This group entry is to be used when the un filtered mailing list for Resident Contacts is used 2 Add Task A Leads To be used when the Resident Contact mailing list is filtered for A Leads 3 Add Task B Leads To be used when the Resident Contact mailing list is filtered for B Leads 4 Add Task C Leads To be used when the Resident Contact mailing list is filtered for Leads 5 Add Task Waitiist To be used when the Resident Contact mailing list is filtered for Waitlist Group Entries for Resident Contacts Add Task to Resident Contacts Add Task A Leads Add Task B Leads Add Task C Leads Add Task Wait List B Group Entries for Primary Contacts 1 Add Task to Primary Contacts This group entry is to be used when the un fitered mailing list for Primary Contacts is used 2 Add Task A Leads To be used when the Primary Contacts mailing list is filtered for A Leads 3 Add Task B Leads To be used when the Primary Contacts mailing list is filtered for B Leads 4 Add Task C Leads To be used when the Primary Contacts mailing list is filtered for Leads 5 Add Task Waitist To be used when the Primary Contacts mailing list
40. cted event click the underlined name of the event A pop up will appear When viewing is complete click the Close button on the pop up 2 The user who on the edit icon inally created the event entry may also see and or edit the event by clicking 3 The user who ori ally created the event entry may also delete the event by clicking the delete Adding a New Event 1 Click the New Event button at the upper right 2 On the New Event Screen example shown below type a tile for the event in the Tile fiel Enter a location and select an event type if desired 3 Enter any information about the meeting in the Event Details editor box 13 _ Generat information amenaces Permissions New Event Required General Information Flin a namo location and details for your event Tite EmemdRem Location Room Onder Type fuam Event Details D ERBAA G many neer 7 FE mt ron Please bang schedule assignment lists for the coming yaar Date and Time Filin the date and ine when this even wil fake place If Eme of day does nol apply to This event e g New Years Day check the all day event box Start Date amp Time 952007 30am m EndDete amp Time 12902007 10 30am m Time Zone GWrGros Mountain Tine T This is an all day event Repeating Events Fils these options to repeat your event or a regular basis Event Repe
41. d Medications Controls amp Contingency Plan wn Control Given the cr tical nature of administering medication it is imperative that for each input of new or modified medication plans that someone other than the person inputting the changes new information double check the accuracy of the input Contingency Plan In the event of an interruption in internet service please contact Blue Step Client Care at 801 336 3043 and have then fax manual copies of the MARS to use until internet service is restored 51 5 COMMUNITY Community Module nical Monitor Community Census Monitor Community Records Monitor Community Maintenance Monitor Providers Pharmacist Reports Enter Occupancy Budget Community Record A 8 Clinical Monitor ens This section allows the nurse view multiple reports to help monitor residents and staff to keep in compliance with state regulations Clinical Monitor Master Nursing Report CO Advanced Directives Missing Background Checks Not Completed Complaints Yesterday Discharged Staff Yesterday Discontinued Meds Yesterday Emergency Meds Administered Yesterday Expiring Stat Certifications Incidente Yesterday Medication Error Yesterday Medication Exception Yesterday Medication Side Effects Yesterday Missed Labs Yesterday Missed Medications Yesterday 52 For example the Master Nursing Report gives a snapshot of the community to show such things as New Residents in the
42. e Save button when done Once the end of the current month has passed these maintenance tasks will no longer appear on the list and it will not be possible to check them as completed 59 The bottom section of the checklist is a report of any maintenance items that remained uncompleted after the due date Ideally this list should remain empty as this would indicate that all tasks were completed on time Preventive Maintenance Review The maintenance status can be reviewed at any time by selecting the Community Maintenance Monitor in the Community module then the Preventive Maintenance Review This report shows all maintenance items for the past six months and for one month into the future a portion of which can be seen in the example on the next page 18 Preventive Maintenance Review Last 6 1 months ta ce ste Che e Doon oy snes aa ER pont dae SOIL SEL d EA Dran EXT sono Sy todos sup Esa etm ft cree voor Tae Nice DOR IDEM EI s Sect Fre auster peior EMI 258 Ghent ome Nonny ne Sre St pea Arua onena yaar 208 fon tooa Ana ea Year prd pop Ereercy Med Kt etl Fr miu eps SA ben oen 08 eheu tame Note that the date time of completion is listed along with the name of the person who checked off the task E 9 Pharmacist Report eH When click
43. e Search By field contains a drop down list of the fields on which you may conduct the search In the example above click on the down arrow then on First Name Last Name or Social Security number 2 The next field Starts With is the first selection contains a much longer list of possible search operators Select one of these options then proceed to the Search For field 3 Type an identifier the name partial name or number in this case for which you are searching and click the Search button 24 4 The page will repaint with the records that most closely match your search criteria Click the Select link and proceed to work with the record Inside the Staff Record Once a staff record has been created you can navigate back to it to change information as needed Below you will find further explanation of each form Name and Email Click on this form if you want to update a resident s name and email Online Profile This form is where the Staff s Username and Password is kept Those with access to staff files can go here to reset an employee s password Contact Information Can record home and work information such as home and work address Med Pass Setup See medication section Time Card and Time Card Records Houses all imecard information for that employee Personal Info Form where information can be entered such as SS number Birth Date and Educational data Medication Delegation Form where nurse can record
44. efore Failing to follow these instructions could affect the accuracy of your current occupancy 13 Transfer of a Resident When transferring a resident make sure you use the Move Out Transfer form same form as shown above You don t need to use this form when 34 moving a resident to a different room in the same Apartment Type Meaning it you have someone moving from IL to IL or AL to AL but they are just changing rooms simply go into their individual worksheet and change the apartment number When transferring a resident from a IL to AL you will use the Move Out Transfer form even if in BlueStep they are all in the same HQ This allows you to re admit with a date that shows their move from IL to AL which the state will require in most cases Within the Move Out Transfer form you will be asked if this is an Internal Transfer with the Same Community If itis a transfer within the same HQ you will select Yes If itis an internal transfer but you are moving the resident from IL to AL or vice versa in and you have a separate HQ for your IL residents and separate one for you AL residents you will select No In both cases once you have saved the Transfer If this is a medical transfer and the resident is still paying for the room make sure you put Hold This Apartment then re admit the resident when they come back to the community 14 Admission Re Admission Anytime the Transfer This Resident has been used the resident m
45. eiDosage tober Adminisvation Time maa E Administered by dare Wins Medication Instructions AD wi Cream Apply ae needed acum mg 1 2 tabs for sach loose stoat up to 0 tabs724 hr Acitameophen 325m9 1 2 tabs q 40 hows Larisepli Apply as needed Acstamipophen Sing 1 tab q 48 hours Neosporin Oniment Banadl 1 2 tabs q 46 hours Natal Fibor Capsulas As Seep Aid 12ta Suppository 1 PR daly 1 tabs unsucoasstu Tuna 2tabe Fleets 1 PR suppository 8 tab unsuocesstul Te 300mg Ibuprofen 200mg 1 2 taba q 6 howe Tylenol PM 1 tab dy at HS OTC Medication Follow up Assessment Effectiveness of OTE Mod Staff Signature TF Fol 5 Read the Medication Instructions for the drug needed by the resident 6 Following these instructions administer the medication 7 Click the radio button next to the name of the medication administered 8 Click the Save button OTC PRN Follow Up 1 When 30 minutes have elapsed contact the resident 48 2 Evaluate the effectiveness of the medication and enter the results in the Effectiveness field 3 Click the Follow Up Signature checkbox 4 Click the Save button D Administer Prescribed PRN oA Administering a Prescribed 1 Click the Administer Prescribed PRN link in the Medication Module 12 All residents with prescr
46. en which lists every individual within your organization who has been designated a Resident a member of the Resident record category The page gives you a snapshot of the records of each individual with a Select link to open each record summary 32 Residents me mm aston 8 Saas wee TS _ a p a en aoe a E EH D MEE mos REN EET E E E mem mmm E pu Ee E E rr rg pon eie Ed eum Inside the Resident File This look into the resident file deals with those issues that are applicable to the moment As you continue to learn BlueStep and become more involved in the healthcare applications we will update this section accordingly 1 Record Summary When a resident file is opened up this is the default page you will see It is a summary of important information that is meant to be printed off in cases of emergency 2 Name and Email Use this form to change the name of a resident or add an email 3 Contact Information Home contact and Work Contact if applicable information General Resident Tab 4 Resident Info Form that includes Resident Birthdate Religious Preferences and Hospital Healthcare preferences 5 Individual Worksheet Form occupancy changes are made as the apartment the resident will occupy as well as the number of beds that resident will occupy in that room This form is also used to upload a resident photo change location of resident and upload adv
47. erge Wizard On the left of the Word document a wizard will appear Select Labels and click on next Make sure the Change document layout option is selected Click on Label options and select the label you will be using Click on next Meise EZ man por Mp edi pomum Rm rane dooment von E pee E pem Cx te The next step is where you will select the spreadsheet you saved earlier Click on the eons et browse option and select the spreadsheet you saved 88 The lead names will show up if you did not remove the names from the spreadsheet that did not have an address you can do that now by clicking on the check box deselect that lead and will not include it on the labels When you have finished click on ok Click on Next Cx The next step will enter the fields where they need to be on the mailing list Click on More items Alistwill appear that has the field id s The first ine on the spreadsheet Click on each of those fields and click on Insert These will now become the data markers and populate with the leads names 89 When you have inserted all the data markers click on ok The word document will look something like this What about Lead Status Delete You will now need move the data markers so they are arranged like a real addre
48. esident 40 H Change Resident Status This sub menu is located under the Resident Module Within this sub menu you will find the link where all the pending residents are housed E Community By clicking on the link called View Select Pending Resident you will see all residents that have been moved to pending status Change Resident Status Select View Pending Resident Move Inquiry to Pending Status C Discharged Residents Query where all discharged resident files are kept t All Discharged Clients Search By Cast Name E Stans Win F1 Search within current results Select fullname Move in Date Select Admission Test 03 26 2010 ded Admission Test 03 25 2010 Select Again Test 06 23 2010 41 MoveiTrans Daie 030252010 03 25 2010 07 08 2010 Resident Reports e Using Resident Reports Note that the illustration below contains the most common reports requested by Organization Administrators Your organization may have a greater or fewer number of reports available per your management instructions 1 Click the Resident Reports link in the Resident Database or from the Resident dropdown the navigation bar 2 The submenu page example below will appear It contains the names of all reports to which you have at least Reader permissions 3 View the desired report by clicking on the report name E Input Activit
49. f the message and then click on the link provided in this example Doe James has been added as a new inquiry by Shannon Mecham Once you do this you have acknowledged that you have received the alert Dos Jamnes han bons midesi en very Shen ech Siti Text Not ins Messages will be sent to the mobile phone of your choosing You simply need to put your cell phone carrier and accompanying cell number in the Contact Information form 227 Statt Reports e Staff Reports Note that the illustration below contains the most common reports requested by Organization Administrators Your organization may have a greater or fewer number of reports available as per your management instructions 1 Click Staff reports under the HRStaff Module 2 Click on the desired report you wish to view D All Former Statt e 27 Former Staff All former staff records are kept here To view former staff click the Former Staff tab To view a record click Select next to the former staff members name o All Former Staff Search By Search For LastName s Stats Wih I7 Search within current results Search Select Preferred Name Ta Ades Select Anderson Bab nrasband gmail com Select Bingham Guy Select Daley Tom S E e Staff Scheduling Setup Staff Scheduling Activate the scheduling functions by selecting a community In the Navigation Menu select Setup Staff Scheduli
50. g 9 When completed click the Pharmacist Signature checkbox and the Save button 10 Click the New Entry button for each medication or supply item to be carried in the kit or stored separately and complete the form as above Setup Emergency Med Ki Date Dam Medieston Supphy Dosago cc ee Expiration Date Quantity approved tor kit ET mount of mediate oc Brug Dosage we H Residents Name co Prescribers ame L fRejStockod by TA Phamacie egrave Restocking Emergency Med Kit 1 Click the Emergency Med Kit Contents link to view the current status of the med kit 2 if any current quantities do not match approved quantities click the Restock Emergency Med Kit link on the Pharmacist Reports submenu 3 Physically place the restock items in the kit 4 Click the signature checkbox for each restocked item example below and the Save button 5 In the case where quantities should be changed from the initial setup quantities edit the amounts shown in the Amt Stocked field This will reset the approved quantity of the item for subsequent kit usage display and restocking 62 Restocking Emergency Kit ma paw po So e IH pr Mog Pon IC pu sque Emergency Med Kit History me Stoked To 00 rae Stocked Tox ET unicum ert Ame 116
51. ht of the screen will be a button that says Add Lead You will need to click this button so the page will load for you to enter the new inquiry 72 STEP 1 The Add New Lead form allows for the user to record data on the prospective resident Resident Contact section is for the actual potential resident s contact information Primary Contact section is for the person who is inquiring for the resident or the person who wishes to be contacted about the potential resident Add New Lead NAME AND E MAIL Step 1 n ys E E Reiten ire um s Nore ae ew sue E Melee j Abe Eo ae ES Og out inanis 9 ae Hare Pane ark mane 9 ze Mese Prone You will need to enter as much info as you know into the fields allotted At the minimum you will be required to enter the Primary Contact Name Inquity Method Lead Status Lead Source Lead Source Percentage Assigned To and Sales Phase These fields will be marked with an Note that checking the Allow Contact box simply provides you with a reminder as to the client s contact preference and does not affect any of the system functions If you check the Inquirer box this means that the 73 potential resident is the one that inquired Also by checking the Mailing List box the person will be added to the system mailing list Unsubscribe for mass mailings
52. ibed PRNs will be displayed Access the appropriate resident by clicking the Select next to his her name 13 Click the New Entry button 14 On the resulting screen example below find the current day Creation Date and click the edit icon of the PRN medication Creation Date 10172007 Dior 20mg NE Guaiensin 123mg IE Creation pate 10182007 Dixoral 20mg 0788 2007 3 13PM a6 Drixoral 20mg 10 18 2007 8 20AM m 123mg 1016207 3 15PM 123mg 40 16 2007 8 10 Ao Croston Date 105182007 Diixoral 20mg 101502007 5 51PM AE Fg 182007 8 104M1 a0 Guaifznisin 123mg 10 15 2007 5 15PM xf 12mg AM 10182007 8 10AM 15 When the screen repaints be sure that the View Layout field upper right reads Enhanced MAR Edit and displays similarly to the example below 49 Mengen 7 Medication MAR ened se rae iocdsessue pelo adninsinrg reds cos bod sugar eve meds DONO TACHOMETER aher an praceres PRN Previously Administered Today mr pue L s ET z C5 p Aedes Procul Administered Today 16 Check the PRNs Previously Administered Today section to be sure that the medication has not already been taken or that it is not being given too soon after the last administration 17 Read the Medication Prompts box in blue
53. ing on the Pharmacist Reports under the Community Module you will be given the following options 60 Pharmacist Reports Emergency Med Kit Contents Restock Emergency Med Kit Emergency Med Kit History Select Resident for Individual Medication Review Pharmacists Medication Review Consulting Pharmacist Facility Report Pharmacists and Consulting Pharmacists will find specialized links and reports in the Pharmacist Reports section of the Community module These are designed to help pharmacists conduct medication reviews and other functions quickly and thoroughly with a minimum of navigation through the system and to provide all pertinent information in a meaningful format Emergency Med Kit Each community will need to have a setup performed for the emergency med kit when the BlueStep program is being initialized Once the setup is complete and signed by a pharmacist it will never need to be repeated Contents of the kit fall into three 3 categories 1 prescription drugs to meet the emergency needs of specific individuals such as EpiPens digitalis tablets etc 2 non prescription drugs both taken internally and applied externally and 3 non drug supplies such as dressings stethoscopes scissors latex gloves hot cold packs etc If the facility stores resident s medications in a med cart or an area with fast and easy access the facility may choose to store the emergency prescription drugs with the resident s other
54. irst before shifts for individual staff will show up Time Off For that gives staff availability to enter a time off request and to monitor that request up to approval or denial To see the history of your requests simply click on Time Off Request under the Office module and you will see the following screen rur or REQUESTS FOR TREVOR FARA Date Regest ae Er in Deiat 7 To a new form to request time off click on the Request Time Off icon Once you click on the icon the following form will appear for you to complete and hit save Request Time Off ME OFF REQUEST Date Request Made 00252010 Request Ending Date 7 B8B Reason Ne 21 F Request Maintenance G Form to be filled out when a resident or staff member fills has a maintenance request Maintenance Request is found under the Office module Xj Maintenance Inspection Request m Dae i Inspection by Or reported by Room rameinumber and cation 1 Mantenan rood Entered by Trevor Funan Simply fill out the form and hit save at the end 2 STAFF gt Ad New Salt Select Sul Sa Repors Al Former Sf Sif Scheduling A S New Staff i E Adding New Staff 1 Click the Add New Staff link for access to a series of four 4 screens in which inf
55. ithin BlueStep that enables the user to upload their calendar that they have created Once the upload is complete family members that are using family connect can view that calendar To upload this calendar click on Community Record under the Community module Next click on Monthly Events on the left hand navigation When this form comes up click on the New Entry button on the right hand side of the page X Monthly Events H3 i aaf 69 Once you clik the New Entry button you will see the following page Month z Year E PDF Document A Document Library Required Put in the Month of the calendar the year and click the edit pencil to upload the calendar to Bluestep ly Connect Access owa Setting up Family Connect Preferences Fai 1 Inthe Community Record select Family Connect Preferences Choose a template color Brown Green or Plum In the Header field you also have the ability to upload a new logo Current logo s are already uploaded 2 Inthe Community Record select Monthly Events then click the New Entry button This is where you will upload your monthly activity event calendar This calendar needs to be saved previously as a PDF document Setting up a user account 1 In HQ select a resident and click on the Create Family Access Account link in the left hand navigation section under Family Connect folder 2 On the next page
56. k the Completed box to note that the initial inquiry is complete At this point you will need to make sure you have entered all data into the fields that have an next to them because it is required info Now you are ready to click Save on the bottom of the page You will see your Account Inquiry Information appear in one long page with your newly added task on the bottom of the page now you have successfully entered a new Lead Don t forget to schedule a follow up task 76 How to Create Notes or Update a Task for a Lead Note All activity with a lead MUST BE ENTERED INTO BLUE STEP You will need to click on the Lead Search link which appears on the left top and right side of your screen All links will take you to the search page Once you have searched for your lead and found it you will need to click on Select This will open the lead Once the lead is open you will need to scroll to the bottom of the page where your tasks are listed for that lead On the bottom right there will be a link that says Add Task Note which when clicked will take you the Task page for you to enter notes on a conversation you had with lead schedule a task for a future date or mark a task as completed The information to be entered is as follows Select Task will allow you to choose from the following options Note Only this is not a mailing just a note made Incoming Call Left Message Fax Email
57. ll be taken to walk thru of the required info needed to add a complete Referral Source Similarly if you want to add Non Professional Source first click on Non Professional Source and then click Add a Non Professional Source and follow the screen logic Continue to enter required info and click Save as it will prompt you for the information necessary 82 Lead Source Management You will need to click on the Lead Sources link which appears on the left top and right side of your screen All links will take you to the search page Once you have searched for your lead source and found it you will need to click on Select This will open the source detail Once the Lead Source is open you will be able to update any contact info needed but more importantly you can Add Tasks to this Professional Referral Source On the bottom right there will be a link that says Add Task Note which when clicked will take you the Task page for you to enter notes on a conversation you had with a lead source schedule a task for a future date or mark a task as completed You will need to enter the updated notes and check the completed box before saving the task if the task is completed you the user F Moving a Lead to Resident Moving a Lead to a Pending Resident 1 Click on the Lead Search under the Marketing Lead Module and select the lead you want to move from the Lead list and click Select 2 Next on the left hand
58. medications in an emergency drug section In that case the emergency kit would contain only non prescription drugs and supplies and the emergency prescription drugs would need to be checked separately Setup Emergency Med Kit If the setup has already been created by an administrator or nurse a licensed pharmacist will need to sign each entry If that is the case access each entry by using the Edit Pencil icon and click the Re Stocked by signature checkbox No further setup action is required 1 Select the appropriate community from the Select View Communities query in the Community monitor 2 Click the Setup Emergency Med Kit link in the left side Navigation Menu 3 If any default medications appear on the list use the Delete icon to remove them 4 Click the New Entry button at the upper right of the screen 5 On the resulting setup screen example seen below the date will prefil with the current date and the expiration will prefil with one year from the current date Edit either of these if needed by using the mini calendar icon or by typing in the appropriate date The 61 Expiration Date entered should be the expiration date printed on the drug packaging 6 Type in the name and dosage of the medication and the quantity that will be in the kit 7 Select the dosage type from the drop down If the drug is prescribed for a specific individual enter the name of the resident and the prescriber of that dru
59. missed 13 To access the scheduled MARs for today click the Scheduled MARs link in the Medication Module 14 All residents needing medications at any time during the day will be displayed on the list example below grouped by the time the medications are to be administered Daily Meds Report All EM ium aa p p ul ped anty t a oe o spicas porn C Administer OTC PRN vA Administering an OTC PRN 1 Click the Administer OTC PRN link in the Medication Module 2 Access the appropriate resident by clicking the Select next to his her name 3 Click the New Entry button 4 On the resulting screen example below carefully read the Contraindicated by Physician field Any medications listed in this field MUST NOT BE GIVEN TO THE RESIDENT so contact the supervisor 47 Ey Medications PRNs Last Modified Hever Trese ae aor sock uai be Orerthe onuntr AND Nor preaorbed AND Nat regulary Foral others uae Mecatone Preeanbed form Comraindicated physieian Tics Zope NOT ADMNSTER H Select Medication CARD WZinc Cream Ces C Imodium 2mg C Acstarinophen 500mg C Fleets NeaaparnGintment Tyler 500mg Benadryl 200mg Fefum Natural Fibor Other Nam
60. ng and click the Enable checkbox Last Schedule Generation may be blank or contain the date your system was implemented Staff Module Screens Click the Staff Scheduling sub menu in the HR Staff module Select Staff Schedule Setup The resulting screen example below Staff Schedule Setup ese Boon am Rma a uam ES ie pom 28 E 771 713 Bui E E E LU d Dmi If you are viewing in the By Shift mode as above only the By Staff link at the top of the grid will be active Note that the left column lists all shifts that have been created in alphabetical order 28 Clicking the By Staff link presents the staff view seen below Note that the left column contains all staff members who have been added to any shift The By Staff link is inactive while the By Shift link has returned to active es Staff Schedule Setup Boss mom ea er mem mw T Pm mue m ase m a 09 pr pr E Drs Setting up Shifts Plan out a shift naming pattern that you will use for all shifts see suggested names in the grids above and a consistent abbreviation pattern of no more than three 3 characters per shift In designing the naming pattern consider it nurses CNAs office staff Add New Shift administration etc work the same hours or different hours All shifts will be li
61. ormation for residents Click Select next to the resident that you need to view tasks for Next on the left hand side navigation select Account Inguiry Information 80 B My Open Leads ez My Open Leads Is found under the Marketing Lead Module It shows only the leads of the person that is logged in Open Leads LEM DER d Ss EN Brus EE PR Ene LA Enas _ Sar mm ez B Task Manager Is located under the Marketing Lead Module Defaults to a Week at a Glance view of all tasks a community has for the week Also includes three links for This Month s Tasks Next Month s Tasks and All Tasks pu mi Tommi qma e 81 3 Tasks ez My Tasks Is found under the Marketing Lead module It shows only the tasks for current date and the following six days for the person who is logging in My Tasks pria Sonam ay Cas Saturday August 25200 ML LLL LLL LLLLuLb LLLLALAY Buy Aomust 22 200 Monday August 29 2010 500 Tesda 200 W dnesdey AU 25 2010 Lead Sources How to Add a Lead Source To add a Lead Source click on the Lead Source link which appears on the left top and right side of your screen All links will take you to the search page Once this page loads you wil have the option to Add Professional Source which will appear above the Search line By clicking on this link you wi
62. ormation is entered saved and stored in the staff member s record 2 Enter as much data as is known then click the Next button at the bottom of the screen 3 On the fourth screen click the Save button The system will take you to the Record Summary titled with the employee s name which you may access other forms to add any additional information or to edit existing information E EE ae Sa zx cj m E 23 B Select Staff Viewing and Selecting Statf The Select Staff link under the HR Statf module gives you access to the All Staff screen which lists every member of your organization who has been designated Staff member of the Staff record category The page gives you a snapshot of the records of each individual with a Select link to open each record summary The All Staff screen is set to alphabetize by last name as a default You may click on any underlined column titles to reorder the records by Date Hired Social Security Number or E mail Address SDAI Staff swans por E The display columns seen on this page were selected at the time was configured for your organization They may be changed by someone in your organization with a Relate license or by BlueStep upon request Using a Search It you have a long list of staff members the Search function will be a useful timesaver in locating the record needed 1 Th
63. re Postedy Siles Versions Lock Reorder Eitt Delete Hoot Folder E aa Cb gus Patner MO KO 7 Subcontractardas Subcontractor 51 KB Andrew Aaronson 00080004 E d E d G Andoe m d E Aamerian cared is KB Andrew Aaronson 07032004 mi E Mia Rose cel Anew Aronson 72004 A 6 HG Duch Guide Ancrew Aaronson orosoona 8 Ens 51 KB Andrew Aaronson OBADA 0 afl r8 Andrew Aaronson OTOBANDA m a xa 8 Td Anew Anson OTOBANDA Aa Updote News DET prs AB Andrew Aaronson m 0 8 imme ny Se as aes ET File Navigation Each folder if it contains any documents or subfolders has an expand F icon next to it Clicking it will display all the documents or folders within that folder and change the expand icon to a collapse Tl To close the folder dick the collapse icon If you wish to expand or collapse all folders on the page click either the Expand All or Collapse All tabs Collapse All S Expand All You may access any document graphic or file contained on the Shared Files tree by clicking its underlined name To open the slideshow click on the slideshow icon see Slideshow below To work with document version control if you have purchased this option see Document Versioning below click on the
64. re a medication that was given in error can be charted Dai ly Nursing Forms 32 Shift Change Notes Form for staff to relay information to staff that is coming on for the next shift 33 All Individual Notes Report Printable Historical Shift Changes Notes 34 Incident Behavior Report Form used for incidents that occur in the community to document type of incident and steps that were taken after the incident 39 p 35 Vital Signs Form to chart vital signs as needed 36 Vital Sign Print Report Report where the historical vital signs can be printed off Medical Tab 37 Doctors Orders Form to record doctor orders Also a document link is available to upload resident prescriptions 38 Medical History Form used to record medical history of resident 39 Physician Roster Form used to record Physician s contact information for the resident 40 Dietary Preferences Form used to record residents dietary preferences Also food allergies and diet type can also be recorded 41 Dietary Consultation Form that is used by dietician to monitor residents and make recommendations 42 TaskiNotes If a resident was converted from a lead the task notes history will still be available as they become residents Also Marketing staff can continue to chart as they make the leads make the transition of being residents 43 Account inquiry Information Historical information that continues to be on the record even as a r
65. s images of the document The slideshow was designed to produce images from graphical files only The slideshow options for image display speed are accessed from the Speed drop down and include Paused Slowest Slow Medium Fast and Fastest The options for image display size are accessed from the Size drop down and include Small Medium and Large The Previous Next button moves your view forward or backward by one image Images Speed Paused gt Size Slowest Slow lLarge Medium Fast Fastest 18 imecard Clocking In on the Timecard c 3e Enter 1 From the Office Module or the My Profile link select the Timecard link and click the New Entry button 2 On the Timecard page as seen here click the Clock In signature checkbox 3 If needed enter any comments or notes then click the Save button at the bottom Timecard Last Modified Never Clock In Sonate Start Override sii 8 IP Address 1 11228 Entering Breaks on the Timecard 1 To clock out for a break click the edit icon for the current day s entry Do not click the New Entry button again 2 Click the Start Break signature checkbox as seen below and the Save button 3 The Override fields are for the use of Organization Administrators and are auto filed by the system Do not change the data displayed Timecard negarea Clock
66. s summary screen from which you can navigate to view data tenance Monitor e Before viewing the Maintenance Checklist and Preventive Maintenance Review data you need to see up the Preventive Maintenance in the Community Record 56 Setup Maintenance The Preventive Maintenance system in BlueStep allows administrators to select those maintenance issues that must be addressed on a recurring basis and also provides an interface for maintenance staff to record completion of such tasks A summary screen is available for reviewing the current status of preventive maintenance projects Before configuring the maintenance tasks there are five 5 Option Lists that should be modified to meet the specific needs of your facility They are for Annual Summer Annual Winter Monthly Quarterly and Semi Annual tasks Maintenance Selection Click the Select Community link in the Community module Select the appropriate community and lick Setup Maintenance on the Navigation Menu The maintenance items entered on the Option Lists will be displayed Make appropriate selections as seen in the example below Setup Maintenance Preventive Maintenance setup Chek Fe Dow ita Deben nt Fr Das Ue Slay Check Ext Aor then Fr gefrates Dinge Genes Covel ee Satay Chek HOS Artes Fot Ey od Surly E e Stay Exinguster S
67. s that attended the same activity sce Add Transportation section for example Puta check mark next to the residents you want to 43 record activity on and then hit next ar the bottom A page will appear where you can record the activity that was completed and then put a comment next to each resident that participated See below Rested er petty Tye Euse Ica TY and Cats Pan Puzzle Reipaus Study iTable Tale CJOSerAGy IyesWwapn Bands E Range of Moton Kick Bal ElExatue Video Exercise Doe Ji When documentation has been completed hit save at the bottom Once you have clicked the save button the information will be recorded in the individual resident s file and on family connect 44 4 MEDICATION aa Medication Custom Scheduled MARS Administer PRN Administer Prescribed PRN Medication Reports A MARs Custom oA Using Custom MARs Users may choose to use either Custom or Scheduled MARs or a combination of both 1 To access the Custom MARS for today click the Custom link in the Medication Module 2 The Med Pass Setup screen will appear as shown below 45 Med Pass Setup MED PASS SETUP MedPass 9 30am 2 30pm 7 30pm 11 00am BPM 10 00am 3 00pm 18 00pm 1 30am FiBedtime 10 30am 3 30pm 8 30pm 12 00am 16 00am 11 00am 4 00pm 19 00pm 4 00am Fl6 30am Fi11 30am 4
68. ss block Put your curser after Primary Contact then hit the enter key Do the same after Resp Address After Resp City type comma then space After Resp State put a space The result will look like this 90 On the wizard click on the option that says Update all labels Selecting this option will Update the data markers on each label Click on next 9t Here you can preview all your labels it will only show the first page but you can view any additional pages by clicking on the arrows at the top of the wizard It it does not look the you want it to you can click on the previous step and adjust where the data markers are or add spaces where necessary if everything looks correct click on next to complete the merge Step 6 your merge has been completed you can either print your labels now by clicking on Print or you can save these labels for future use by clicking on Edit individual labels click on Merge all It will open a separate window which you can then save Mege 0 0 By Print 3 Edit individual labels 3 You will need to select the exported CSV file during the second step Connect to the data file by selecting Use an existing list Marketing Group Entries Mailing group entries allow the user to create and complete a task for multiple leads or primary contacts for who a mailing was just
69. sted in alphabetical order so if a particular shift order is required name them appropriately or begin the shift names with A B etc or 1 2 etc Create a separate shift entry for each Sar twe group that works hours different from any other group In the example above bays ER we ple CNAs work a different hourly schedule from nurses even though the shifts aay named similarly From the By Shift ns mI view click the Add Shift button at the top right of the screen On the resulting screen example right all fields are required Enter the selected shift name and abbreviation plus the start and end times Consider if your staff members work weeks weekends 4 days amp 3 days or any other combination and assign the appropriate days for this shift The Hours field will calculate automatically after the shift has been saved Some shifts will have a pay differential other than the default 1 0 If this shift pays time and a half for instance enter 1 5 into the Differential field Make the appropriate entry for this shift then check the completed form Once the form is saved itis locked to prevent editing the shift and you will not be able to revise the name abbreviation times days or differential Locking is critical to preserving the integrity of your records as editing after a shift has been worked would destroy the accuracy of the staff s work history and compromise the veracity of staff p
70. t 6 A pop up will allow you to select a printer associated with the computer in use 7 When done close the print pop up and hand sign the printed document 66 Consulting Pharmacist Facility Report Consulting Pharmacist Facility Report wn Signature Licensing Facit lensed posted en ore hem cene posted Ves PareyPrentum eros st ves als Pu secon copy of Pharmacy Mata in waat wing ve engen meenen ned ve efron ong 10 46 Food nor sured w rates Yes peser Masson trao 3 Enter Occupancy Budget e G Enter Occupancy Budget is the location where the user would enter the budgeted occupancy for the community This may change several times during the budget year Each time the budget occupancy changes the user would need to enter the Allowed Monthly Occupancy for that month and hit save All occupancy numbers will be entered at the Corporate level Date College Walk Retirement Allowed Monthly Occupancy TD Ga 67 The Community Record takes you to the community record summary where all set up for the community takes place This is an alternative way to navigate to various reports which clude the Occupancy Report Sales Task Summary and the Sales Dashboard Report Community Record e 68 6 ACTIVITIES FAMILY CONNECT P Family Connect Acivity Even Calendar A activities Calendar There is an activity calendar link w
71. t and Move In Allows the community to affectively target certain areas of their marketing by knowing how leads are being referred to their community Source Repor Type hay s GD E E E E E E E 00 03 03 3S L3 090 5 Sales Task Summary Report There is also a link for this under Marketing Queries Report shows activity by salesperson and can be searched within a desired date range 99 Task Summary Report ut Sete comma H Eon AC tLEU EM s ur iod enum m m Lem Rm En 4 d if mE Es ids B Marketer s Queries Below is a list of other marketing reports available These reports are not meant to be a complete and total list More reports wil follow Marketer s Queries doles Productivity Dashboard Report Closed Leads Complete Task summary Completed Tasks ende with Incomplete Tasks ande without Future Tasks end Sources without Future Tasks Scheduled Tasio Task Calendar Report Land Sources without Categories Web Lends to Follow Up Leads Without Lead Sources Wait Liat You can print most reports by Exporting or Printing from the same window The options appear on the top right side of the frame for you to click on 100
72. t Maintenance Tasks link From the Community module click the Community Record In the Navigation Menu click Edit Maintenance Tasks As seen in the partial screen below all the current maintenance tasks are listed amp Edit Maintenance Tasks Gera bc n m MER Eee ek Ares E emen Bel pl a um NE mur ee ma a EXC aes mus 7 To create new task select the New Entry button at the upper right Select a Task Type from the drop down Enter the specific action into the Task field as in the example below Select how often and if appropriate in what month the task should be completed Click the Save button when finished Edit Maintenance Tasks Required Task Typo amp Pharmacy Poicy Pocednes Manual Task AIl nurses review and sign drug policy mal How often Monthly Quattelly Every 3 Months Semi Annual Every 6 Month Annual Once a Year Start in E For quarter semi annual and annual tasks 58 To change how often or in what month a task should be done select the Edit icon The Edit Task screen will appear as above on which you can make the desired changes It is advisable to delete tasks for which the Task Type and Task fields must be changed or those default tasks that have no application at your facility To delete such a task from the schedule click the Delete icon associated with that item In the r
73. t View Pending Resident 3 On the lett hand side click the tab Move Resident to Pending S Account Inquiry Information Fi inan Tr D p m om ET Forte twi D 4 This will take you to the admission form At the top of the form click Admission in the Admission Type field Then re confirm the admission date by entering it and choose the apartment they will be occupying Make sure to hit save at the end 85 Move Pending to Resident gt Aye Chenin FESEUF RETIRO RUSSE The Lead is now an active Resident Moving a Lead to Resident Moving to Pending Resident would not be applicable 1 Lead to Resident A Select Lead you want to move to a pending resident B Next select Move Inquiry to Pending C This will take you directly to the admission form D Select Admission from the Admission Type field D Fill out the rest of the admission form and hit save ing Group Entries How to create mailing lists from data BlueStep Mailing Labels To export data out of BlueStep and do a mail merge into Word where mailing labels can be produced 86 1 Under Marketing Reports you will find two reports One is labeled Mailing List Resident Contacts and other is labeled Mailing List Primary Contacts Note If a lead or primary contact does not show up on the mailing list it
74. the nous that start end your were day These seine determine the minum amount of me represented onthe Doy View of th calendar Teo oe l Interval on Day View Select he rre interval far the Day Vias of he alan 3 Click the drop down and select the desired starting view of the calendar Day Week or Month 4 Select starting hour and ending hour for the calendar display If events are scheduled outside these default hours the view will expand to include them 5 The Day View of the calendar may be set to increments of 10 15 20 30 minutes or 1 hour Click the drop down and select the appropriate interval 6 When completed click the Save button at the bottom of the screen les Shared Files The Shared Files pagelet displays the five 5 most recently posted documents by title and document name To directly access the document click on the underlined title name To view the 15 complete list of files click on the Shared Files section title or the numbers to the right of it To view any jpeg images or gif graphics contained in Shared Files in a slide show format click on the slideshow icon at the bottom of the list also see Slideshow below IS Shared Files Ostrich e hoto Ostrich2 Armenian carved vase vaset jpg Update News June 2004 Update News June 2004 doc Troubleshooting Guide Troubleshooting Guide doc FAQs 2004 FAQs 2004 doc Working with Sh
75. through 22 1 Month MAR Summary Looks similar to 31 day MAR however as staff chart medications this form is fils out the boxes with the staff member s first and last initials similar to if they were charting using a pen with a paper MAR 1 Month MAR Summary ean jayne Duke 23 Printable MARs Printable version of the historical MAR 24 Current Prescribed Medications P medications table version of resident s current prescribed 25 Discontinued Medications History of all Discontinued Medications 26 Medication History Form that allows the user to document when medication was started ended and response to the medication 27 Physician Refill Authorization Form to be sent to Physician to seek refill authorization for medications 28 Physicians Quarterly Med Review Form to be sent to Physician quarterly for approval of continued distribution of me 38 Physicians Qrtly Med Review E Weyne Duke Mx accuse Hate Mneetasn ssn aims MONEO Serco Tea Cross ct ay modicasoneto be note changes o dosage or adminstaton instructors Medatons wil be filed or six S mais thrice note Pry iratus E m 29 Future MARs Shows 2 weeks info the future how medications will show up on the Schedule MARs 30 Medication Side Affects Form where side affects to medications can be documented 31 Medication Error Form Form whe
76. tivate the Medication drop down by clicking the down arrow and select a medication from the list 11 Enter any comments advice or warnings in the Comments box and proceed to the next section until all medications or the medications you have selected are reviewed 12 If more than six drugs are reviewed enter additional information into the Additional Medication Comments field 13 Assign either Acceptable or Questionable usage to the medication regimen 14 Click the Signed by RPh checkbox and enter pharmacist s license number 15 Click the Save button at the bottom of the screen 16 Repeat the review process as needed for additional residents It additional information about a medication is needed click the Go button next to the medication drop down that displays the appropriate drug Additional information about the resident and his her condition is recorded in several forms in the resident s Navigation Menu See Navigating a Record for additional information Some communities are turning to paperless data storage however if a signed paper copy of review is needed a formatted report is available If a signed paper copy of all medication reviews is needed a separate report in the Community module is available Printing a Single Medication Review 64 1 Reopen the review by clicking on the Edit icon 2 Change the View Layout upper right to read Pharmacists Printable Review 3 When the screen
77. tivities Record receipt of all deposits Enter all leads and lead sources professional and non professional in system Director to monitor activity 10 Run mailing lists and emails from Blue Step Moves leads from Lead to Pending within 24 hours of receipt of deposit and confirmation of move in date Ensure that all leads and lead sources have no past due tasks and all have future tasks ict DN Transportation employee should post all transportation information so that it appears in Family Connect Access this through the path Residents Input Activities All Staff Enter maintenance requests through Office Request Maintenance 11 Modules OFFICE e Office Scheduling Calendar Shared Fes Enter Timecard My Shits Time Off Request Maintenance A Scheduling Calendar G The My Office Scheduling Calendar is a convenient place for each user to store appointment event and meeting information Events added to the HQ calendar will also be displayed on this view if the specific user has been added to the event as an attendee 12 Scheduling Calendar mme Todays Date December 21 2007 oo 513 December 21 2007 Yaar End Panning Meirg S Oy 200 Cleaning Hiis A cm D Viewing Editing an Event 1 To see information on a sele
78. try button again and setup the next shift To change a schedule click the Edit icon and make the appropriate changes in the days worked the start date or end date If the Day s field is changed be sure to enter the current date as the Effective Start Date To change the shift worked delete the existing routine schedule using the delete icon associated with it Create new entry for the staff member for the new shift to be worked If you return to the Staff Schedule Setup screen the display shows the selected staff member added to the chosen 30 shifts and days As future schedules are generated this automatic assignment to the shifts and days will continue until the effective end date is reached Viewing Scheduled Shifts When the setup is complete and for any week thereafter the past week current week and following week s schedule can be viewed and printed from the Scheduled Shifts screen example below This example is a By Staff view a By Shift view is also available Scheduled shifts ue E ut E E panama eng in ws anse lsh E Hia d pr m amao 02822222 aee pre rr per pre I pal laa 2 31 3 RESIDENT Resident Resident Change Resident Status Discharged Resident Resident Reports input Activity Select View Residents e A The Select View Resident link under the Resident module provides access to the All Residents query scre
79. ty group are listed so that you can make the correct decision on access for each staff member Once you have determined the level of access a staff member has check the corresponding check boxes as seen below 25 HQ Security Groups Staff Basic Accoss Basic access to for all staff members including office and personal time sheet Resident MarketiogInquiny View edi marketng ngury and resident admissions info Resident Basic Non Medical View basic residen mo except medical and enter notes and incidenta Resident Basic Modical View modica information view and enter daly MARS Resident Edit Medical Edit medical information Resident Enter Prescriptions Enter formaton Resident Therapy Access to resident Service Module when activated Human Resources Access to entro HR Modulo for staff cords Operations Access fo Operators Quality Control Relationship and Modules Security Groups Z Stat Basic Access ElResidemt Edt Medical E Human Resources Zi Resident Markstinglngury F Resident Enter Prescriptions Operations I Resident Basic Non Medical E Pharmacist it Resident Basic Medical Resident Therapy d Alerts There are three types of alerts Email Notifications Alert Notifications and Text Notifications E mail Notifications lese red io ick bore ung i eon Select Ema Chmge Odes Macao ew uated edcaicn
80. ul ngEs e Slay Dein Chlanacaping Cnwnter Meser De Fass Wate Sener Moo AeA Ganaa Laais Uptate ER o elschanes Lier Genes Ext Le Ee Satay Cinch Energy Med Winn pj Goa Dany Sher Rame res Miang Vales Mahan YAS roe Ta loon Se LA Sats hor Peann Con Ede Le Guy Conny Pars Folly Resi Pene ict nwo tt poet inns muy Wios Suila En Sing Copt DiaemgEs Manion Landscaping Fete FA Buligi Back Flow Pease ve te noah ic semina ass Select nual Summer Sly Fer Sey Fun Spor Kitchen Gn To Re Slay Kehon Hood EU Slety Bach Pow Perte Pur n Ent Wash Re Dun eren Ronge Hood Gener Niemen Vacant Unis Winton Vers Pose select te nth tr witrtsts bear 57 The months in which quarterly semi annual summer and winter tasks are to begin are set from the drop down lists below each task selection section When complete click the Save at the bottom of the screen Editing Maintenance Tasks Once the initial maintenance tasks have been setup additional tasks or task modification is done through the Edi
81. ust be re admitted into BlueStep using this form 18 Transportation Keeps history of transportation activity with the ability to add new activity See Input Activity for ability to use add transportation to multiple residents on the same Screen 16 Activities Exercise Keeps history of all activities exercise activity with the ability to add a new activity as needed See Input Activity for ability to add activities exercise to multiple residents at once Medication Tab 18 Medication Prescribed Form where all medications are entered Entering a New Medication 1 On the navigation menu of a resident record open the Medications folder 2 Click the Medication Prescribed form link 3 Click the New Entry button See example of Medication Prescribed form below 35 E Medication Prescribed Medication information Medico ea Dosage s oaa Diagnosi Oro anitierton Raisin C PRN aa needed Administradon prs Aas awed racy Dispensing a iter needed P Setane Reminder to 1a I Open eortaner Santee MAR Scheduling Aus Sen Dae E Number of Admin Days OR pa Paniniarton End Dono hm Shedd Admin Tin Idm m im Aam 39e ram Em Man pines fetm de Teame Com rzs meam mtap rimom 6 meom I 120m Des moam mitm miim me
82. w Fields DOB Date Birth for employee Date Hired Hire date employee Health Exam Date on Health History form has been completed TB TB Documentation has been scanned and uploaded to BlueStep Will show a green circle when it has been TB Test Date of last TB test immunization Date of last Immunization field has been filled Job Description Job Description has been scanned and uploaded to BlueStep Certs Done All certs needed for job specifications have been recorded in BlueStep Certs Still Needed Certs still needed to be recorded in BlueStep Medical Licensure Certification has been recorded in BlueStep for any Medical Licensure it applicable to employees position CPR Certification has been recorded in BlueStep for CPR f applicable to employees position First Aide Certification has been recorded in BlueStep for First Aide if applicable to employees position Food Handlers Certification has been recorded in BlueStep for food handlers if applicable to employees position Medication Delegation Nurses have documented medication delegation in BlueStep it applicable to employees position Resident Records Review DOB Date of Birth of the resident Date Admitted Date of Admission of resident Admit Agree Admission Agreement has been signed Pre Admit Pre Admission assessment completed 6 month 6 month assessment completed Sign Chng Significant change assessment completed 54 Serv Pl
83. will because the Mail List box was not checked within the file of the Lead Once you open one of these reports up you will notice an export button at the upper right hand corner Clicking this will export the data out of BlueStep and into an excel spreadsheet Save this excel spreadsheet as a CSV file 2 Instructions for a mail merge in BlueStep Please keep in mind that these instructions may vary depending on the version of Microsoft Office you are using Login to your site Under the Marketing Leads module click on the Reports link A menu will pull up that contains m ing lists Click on the mailing list you will be using for the labels When that opens you have the option to export the list located in the top right Mailing List Primary Contacts Gummo goat The list will export into an Excel spreadsheet Atthis point you can clean up the list delete names that do not have an address etc Save the spreadsheet to a place you will remember It will automatically default to a csv extension which is what you want Close the spreadsheet and open MS Word 87 Depending on the version of Word you are using you will do one of the two options c Click on the Tools menu go to Letters and Mailings then click on Mail Merge Wizard In word 2007 you will click on Mailings Start Mail Merge then Step by Step Mail M
84. y BE The Input Activity sub menu is found under the Resident Module Upon clicking on this link you will find the following group entry options Input Activity Add Activities Exercise Add Tansportation ayre El 42 Add transportation allows a staff member to entry all the transportation needs in one place for a variety of residents Upon clicking on the Add Transportation link you will this screen Group Entry For Add Tansportation Required Indicate records to receive the new data Deselect any group records who should not receive the new data discharge test Doe Jill Fargas Linda Hughes Gerry Select the residents you need to add transportation data for by placing a check in the box next to their name Then hit next button at the bottom Nest you would complete the fields for cach resident that is listed Once itis completed the staff member would hit save The data would post that transportation information to the individual residents file and to family connect Doe Jil Appointment Type Apporrtmont Timo Pickup Time Location Address Phone Notes El This group entry allows your staff to record activity exercise that has occurred within the community at one location record information simply click input activity under the Resident Module Next click on Add Activities Exercise and it will take you to a page where you can select multiple resident

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